See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,188 | $109,982-5.3% | $97,226+7.2% | $145,922-28.6% |
| Participation rate | 68.8% | 75.9%-7.2pp | 72.7%-3.9pp | 80.3%-11.5pp |
| Annual return | 15.85% | 242.90%-227.1pp | 75.13%-59.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,143 | $3,084+34.3% | $2,729+51.8% | $4,660-11.1% |
| Participant deferral / active EE | $8,911 | $4,676+90.6% | $4,264+109.0% | $6,688+33.3% |
| Admin fee / account holder | $1,483 | $6,221-76.2% | $5,654-73.8% | $13,397-88.9% |